3. In the Name field, enter a unique name for the task pad. Note that this name might be visible to cashiers.
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1 With the release of Microsoft Dynamics RMS 2.0 Feature Pack 2, we now have Task Pads available which allow users to customize the Store Operations POS interface. In Store Operations Manager, use the new designer to create a series of task pads that provide quick access to the features and records that you use most. Use different layouts, colors, fonts, and images to add interest and increase usability. A variety of button types are available, including: Task Pad link to another task pad. Back and Home buttons let cashiers navigate between task pads. Task start any POS operation. Custom POS Button and Macro launch pre-existing customizations. Item and Customer add a specific record to the transaction. Category, Department, and Supplier open a touchscreen-ready list of items that belong to a specific category or department or that are associated with a specific supplier. Items by Category, Items by Department, and Items by Supplier open a touchscreen-ready list of parent records that lets cashiers drill-down to a list of items. Task pads can be assigned to registers or cashiers, and managers can choose the view cashiers see in Store Operations POS: Task Pad or Classic View. Cashiers who have access to Display Properties in Store Operations POS can toggle between views as needed, choose to have the task pad on the left or right side of the screen, and set the width of the task pad. To create a POS task pad 1. On the Database menu, point to Registers, and then click POS Task Pads. 2. Click New. The POS Task Pad Properties window appears. 3. In the Name field, enter a unique name for the task pad. Note that this name might be visible to cashiers. 4. In the Layout field, select the layout for the task pad. This controls the number and size of the buttons available on the task pad. 5. Under Settings for the selected button, select a button in the Preview area, and then enter settings to specify how that button will work at the POS. For more information about the available types of buttons and their settings, see field descriptions later in this section. 6. Select the next button in the Preview, specify settings for that button, and so on. 7. Click OK.
2 To assign a POS task pad to a register 1. On the Database menu, point to Registers, and then click Register List. 2. Select the register that you want to modify, and then click Properties. 3. In the POS task pad box, select the task pad for this register. To require use of Classic View (no task pad), select <Use Classic View>. Note that this setting is overridden by the setting for each cashier.
3 To assign a POS task pad to a cashier 1. On the Database menu, click Cashiers. 2. Select the cashier that you want to modify, and then click Properties. 3. In the POS task pad box, select the task pad for this cashier. To use the task pad assigned to the register where the cashier is working, select <Use register default>. If you choose any other setting in this field, the cashier setting overrides the register setting.
4 To select the task pad view in POS 1. In POS, press CTRL-F6 to open the Display Properties window. 2. Select the Task Pad radio button. This turns off the function keys and custom POS button areas on the screen.
5
6 With the release of Microsoft Dynamics RMS 2.0 Feature Pack 2, you can now automatically generate item lookup codes in Store Operations or Headquarters. Store Operations Use the new Item tab in the Configuration dialog box in Store Operations Manager to set formats for item lookup codes and apply them to new items automatically. Use item lookup code formats to set up series of lookup codes, add a year designator to items created this year, or simply and automatically continue the item numbering scheme you already have in place. To use automatic item lookup codes, simply leave the item lookup code field blank when you create a new item. Users can avoid having an automatic item lookup code assigned by entering the item lookup code manually when creating a new item. To enable automatic item lookup codes 1. Open Store Operations Manager. 2. On the File menu click Configuration. 3. Select the Item tab. 4. Select the check box to Use automatic item lookup codes. 5. Set a Lookup code format for the automatic item lookup codes; and enter the Next number. NOTE: The preview will not appear until you enter at least one # symbol. 6. Click OK. Put all # symbols together. Item lookup codes are filled into # symbols from right to left, regardless of separating characters. Separate groups of # symbols are not updated individually. For example, this format: ITEM###-ABC-#### results in: ITEM123-ABC-4567 not: ITEM123-ABC-1234
7 For format examples, see "Configuration option" in Store Operations Manager Online Help. Headquarters Use the new Item tab in the Configuration dialog box in Headquarters Manager to set formats for item lookup codes and apply them to new items automatically. Use item lookup code formats to set up series of lookup codes, add a year designator to items created this year, or simply and automatically continue the item numbering scheme you already have in place. To use automatic item lookup codes, simply leave the item lookup code field blank when you create a new item. Users can avoid having an automatic item lookup code assigned by entering the item lookup code manually when creating a new item. To enable automatic item lookup codes 1. Open Headquarters Manager. 2. On the File menu click Configuration. 3. Select the Item tab. 4. Select the check box to Use automatic item lookup codes. 5. Set a Lookup code format for the automatic item lookup codes; and enter the Next number.
8 NOTE: The preview will not appear until you enter at least one # symbol. 6. Click OK. Put all # symbols together. Item lookup codes are filled into # symbols from right to left, regardless of separating characters. Separate groups of # symbols are not updated individually. For example, this format: ITEM###-ABC-#### results in: ITEM123-ABC-4567 not: ITEM123-ABC-1234 For format examples, see "Configuration option" in Headquarters Manager Online Help.
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